Wealth Management Client Relationship Consultant

About the role

At TIAA, Wealth Client Relationship Managers partner with Wealth Management Advisors to deepen client relationships and help them achieve their financial goals.

Responsibilities

• Operate under moderate supervision to lead Wealth Management advisory teams.
• Manage a book of assigned clients, implementing financial plan recommendations and coordinating asset consolidation.
• Communicate clearly and build relationships with clients.
• Manage time and resources to provide exceptional client service.
• Support advisors in implementing TIAA advice and planning solutions.

Requirements

• Obtain necessary licenses and registrations within 120 days of start date.
• Have 2+ years of work experience, 3+ years preferred.
• Hold FINRA registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66.
• Have a Life and Health Insurance License (Resident State).

Qualifications

• University degree preferred.
• Deeply curious with a demonstrated ability to uncover client needs.
• Give and receive constructive feedback.
• Unlock the value of collaboration and teamwork.
• Motivated by finding solutions and maintaining an entrepreneurial mindset.
• Takes pride in knowledge of investment solutions and financial planning.
• Thrives in an environment of empowerment and accountability.

Skills

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Due Diligence
• Practice Management Strategy
• Prioritizes Effectively
• Quantitative Analysis
• Retirement Planning
• Selling
• Sales
• TIAA Products/Services Acumen
• Workplace

Benefits

• Competitive compensation package, including potential for annual discretionary incentive programs.
• Comprehensive retirement program.
• Highly competitive health, wellness, and work-life offerings.

Pay

$71,300/yr - $80,500/yr

Schedule

N/A

Company Overview

TIAA is a market-leading retirement company that delivers secure retirement for millions of people. We are guided by our values of Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Accessibility Support

TIAA offers support for those who need assistance with our online application process.

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

To learn more about your benefits, please review our Benefits Summary. For applicants of TIAA, Nuveen and affiliates residing in US (other than California), click here. For applicants of TIAA, Nuveen and affiliates residing in California, please click here. For applicants of TIAA Global Capabilities, click here. For applicants of Nuveen residing in Europe and APAC, please click here.